AFG
EXE

Atomi Financial Group’s Expand Energy Corp EXE Stock Holding History

Atomi Financial Group’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Sell
2,297
-388
-14% -$41.4K 0.01% 1044
2025
Q4 		$296K Sell
2,685
-60
-2% -$6.65K 0.01% 942
2025
Q3 		$292K Sell
2,745
-1,005
-27% -$101K 0.01% 901
2025
Q2 		$439K Buy
3,750
+694
+23% +$77.4K 0.02% 649
2025
Q1 		$340K Buy
3,056
+505
+20% +$52.5K 0.02% 702
2024
Q4 		$254K Buy
+2,551
New +$235K 0.01% 803

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atomi Financial Group's EXE Position: Q1 2026 in Review

Atomi Financial Group reduced its Expand Energy Corp (EXE) stake by 14% in Q1 2026, selling an estimated $41.4K and leaving 2,297 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1044.

Atomi Financial Group first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q2 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Atomi Financial Group held 2,297 shares of Expand Energy Corp worth $252K as of Q1 2026.
  • Atomi Financial Group sold 388 Expand Energy Corp shares in Q1 2026, an estimated $41.4K.
  • Expand Energy Corp made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1044 holding.
  • Atomi Financial Group first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Expand Energy Corp position peaked at $439K in Q2 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.